Shakespeare Wealth Management’s KeyCorp KEY Stock Holding History

Shakespeare Wealth Management’s Portfolio KEY Stock Details KEY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$364K	Buy	+18,121	New	+$403K	0.07%	79
2026 Q2	–	Sell	-18,121	Closed	-$363K	–	93
2026 Q1	$363K	Hold	18,121	–	–	0.09%	73
2025 Q4	$374K	Hold	18,121	–	–	0.08%	76
2025 Q3	$339K	Hold	18,121	–	–	0.08%	77
2025 Q2	$316K	Sell	18,121 -42	-0.2%	-$651	0.08%	76
2025 Q1	$290K	Hold	18,163	–	–	0.08%	80
2024 Q4	$311K	Hold	18,163	–	–	0.08%	78
2024 Q3	$304K	Buy	18,163 +42	+0.2%	+$666	0.08%	78
2024 Q2	$257K	Hold	18,121	–	–	0.07%	76
2024 Q1	$286K	Sell	18,121 -1,270	-7%	-$18.3K	0.08%	72
2023 Q4	$279K	Hold	19,391	–	–	0.09%	71
2023 Q3	$209K	Hold	19,391	–	–	0.07%	76
2023 Q2	$179K	Hold	19,391	–	–	0.06%	78
2023 Q1	$243K	Hold	19,391	–	–	0.09%	65
2022 Q4	$338K	Hold	19,391	–	–	0.12%	59
2022 Q3	$311K	Sell	19,391 -13	-0.1%	-$233	0.13%	58
2022 Q2	$339K	Hold	19,404	–	–	0.14%	55
2022 Q1	$419K	Buy	19,404 +13	+0.1%	+$323	0.15%	50
2021 Q4	$449K	Hold	19,391	–	–	0.16%	50
2021 Q3	$433K	Hold	19,391	–	–	0.17%	49
2021 Q2	$394K	Hold	19,391	–	–	0.15%	52
2021 Q1	$387K	Hold	19,391	–	–	0.16%	50
2020 Q4	$318K	Hold	19,391	–	–	0.14%	53
2020 Q3	$231K	Hold	19,391	–	–	0.12%	62
2020 Q2	$236K	Hold	19,391	–	–	0.14%	56
2020 Q1	$201K	Hold	19,391	–	–	0.14%	55
2019 Q4	$392K	Hold	19,391	–	–	0.21%	52
2019 Q3	$346K	Hold	19,391	–	–	0.2%	55
2019 Q2	$344K	Buy	+19,391	New	+$328K	0.22%	54

Other funds holding KEY

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Shakespeare Wealth Management's KEY Position: Q3 2026 in Review

Shakespeare Wealth Management opened a new position in KeyCorp (KEY) in Q3 2026: 18,121 shares worth $364K. The stake represents 0.07% of the portfolio and ranks #79 among its holdings. This is a return to the name: Shakespeare Wealth Management previously reported a position in KEY as recently as Q1 2026.

Shakespeare Wealth Management first reported a position in KEY in Q2 2019 and has held it in 29 quarters since. The position peaked at $449K in Q4 2021. 400 funds tracked by Wall St. Rank hold KEY as of Q3 2026.

Shakespeare Wealth Management held 18,121 shares of KeyCorp worth $364K as of Q3 2026.
KeyCorp was a new Shakespeare Wealth Management position in Q3 2026.
KeyCorp made up 0.07% of Shakespeare Wealth Management's portfolio in Q3 2026, its #79 holding.
Shakespeare Wealth Management first reported a position in KeyCorp in Q2 2019 and has held it in 29 quarters since.
Shakespeare Wealth Management's KeyCorp position peaked at $449K in Q4 2021.
400 funds tracked by Wall St. Rank held KeyCorp as of Q3 2026.

Based on Shakespeare Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.